Work as a Team, Seamlessly

Add multiple users to your account and collaborate efficiently. Whether it’s finance, operations, or management, your team can securely access the platform based on their role assigned.

Custom Approval Workflows

Stay in control of every transaction.

Set up validation rules to decide when payments require approval — and who needs to approve them.

  • Define approval thresholds
  • Require single or multiple approvers
  • Automate controls for different payment types

Role-Based Access Control

Not everyone needs full access — and that’s exactly how it should be. Assign the right level of access to each team member based on their responsibilities:

View Only

Access account information and reports without the ability to make changes or initiate payments.

User

Initiate and manage payments within assigned permissions.

Admin

Full access to manage users, permissions, approvals, and all account activities.

Spending Limits & Smart Controls

Prevent overspending and reduce risk with built-in controls.

  • Set individual transaction limits
  • Require approval for payments above a certain amount
  • Control who can approve high-value transactions

Built for Control. Designed for Flexibility.

Whether you’re a small team or a growing business, you can scale your controls as your operations expand — without slowing your team down.